Plan Snapshot
- Plan Sponsor: Key Code Media, INC.
- Sponsor EIN: 954880310
- Sponsor Address: 270 S. FLOWER STREET, BURBANK, CA, 91502
- Plan Type: 401(k)
- Total Participants: 156
- Total Assets: $9.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 156 | $9.4M | $265,087 | $928,148 |
| 2023 | 157 | $7.9M | $218,128 | $747,239 |
| 2022 | 125 | $6.4M | $173,697 | $595,246 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| SAGEVIEW ADVISORY GROUP, LLC | Investment Advisor | $30,608 | — | $30,608 |
| FUTUREPLAN BY ASCENSUS | Recordkeeper | $15,946 | — | $15,946 |
| EMPOWER ANNUITY INSURANCE COMPANY O | Recordkeeper | $14,950 | — | $14,950 |
| COTA STREET INVESTMENT MANAGEMENT | Investment Advisor | $7,124 | — | $7,124 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FUTUREPLAN BY ASCENSUS — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $68,628
- Estimated Expense Ratio: 0.729% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $94,869 | — | $94,869 | — | — |
| 2023 | $60,438 | — | $9,630 | — | — |
| 2022 | — | — | — | — | — |